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Activity Timeline Component with Household Roll-Up in Financial Services Cloud

By Salesforce Labs

Activity Timeline Component with Household Roll-Up

Free  

Never requires payment

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Industries
Financial Services
Business Need
Finance
Requires
Financial Services Cloud
Compatible With
Financial Services Cloud

The package pertains to a Financial Services Cloud platform that includes an advanced Household Activity Timeline Component designed to enhance visibility of activities within a household.

  • Household Activities Timeline

Highlights

Improved Visibility: Users can see all activities associated with a Household in one place, enhancing their ability to manage and analyze interactions.

Enhanced Efficiency: Reduces the need to navigate between multiple timelines or lists, saving time and improving workflow efficiency.

Better Organisation: Centralises activity data, making it easier to track and manage household-related activities.

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

Pricing Details

Free

You can fully use this solution without payment.

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